Our Offer

We recognise that to attract and retain the quality of advisers and principals needed to deliver against our objectives we must offer:

• aligned interests so that advisers and principals also benefit from efficiently growing income earning assets
• distinct choices of how to operate, distinguished by
  • operating model
  • costs charged
  • services received
• charges that do not impede or penalise success
• real ‘value added’ and ‘value for money’ support services

From talking with advisers about what makes a compelling environment, we’ve found six themes regularly emerge:

1. Getting the basics right
2. Growing income and value
3. Culture
4. A secure future
5. Services
6. Choice and flexibility

For each of these we’ve set out in more detail where we stand and what we provide.